This Macrocast Report from AXA Investment Managers examines key global economic and policy dynamics shaping 2025, offering insights into the implications for investors.
• U.S. Policy Landscape: Market volatility expected as fiscal hawks and spending advocates clash over tax cuts and rising deficits under the Trump administration.
• China’s Economic Approach: While domestic consumption-focused stimulus measures are expanding, uncertainties remain around implementation and effectiveness.
• European Outlook: Structural challenges and political instability, particularly in Germany and France, hinder progress in EU economic integration.
For an in-depth analysis of these macroeconomic trends and strategic investment opportunities, access the full report.
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